Can I Move or Copy Documents From One Matter to Another?
If you uploaded Documents to the incorrect Matter or would like to have the same Document copied in multiple Matters, Zola Suite makes it easy!
You can, you do this by
- Clicking on the three dots
- Select "Move/ Copy to Matter"
- Select the new destination.
Can I Quickly Change From One Matter to Another?
When looking at a Matter details page, you can quickly navigate to another Matter using the "Jump" option. This option is available by: Clicking on the Matter name in the top left-hand side of the screen. By clicking on the Matter name, you will be ...
Can My Clients Upload documents For My Review?
Once you have invited a client or colleague to set up an account in Caseway, that individual can upload documents and also view documents that you’ve shared with them Your client will want to log into Caseway and locate the button on the upper right ...
Can I Upload Trust Check History?
In Zola Suite, you have the ability to create trust checks one at a time, which can be printed and used to pay disbursements from retained funds. If you are looking to upload a list of trust checks that have already been created, rather than create ...
How Can I Copy Contact Information with One Click?
Zola Suite offers a feature to copy all contact information to your clipboard in text format. The contact information will include the name, address, and phone number. You can find the copy feature by going to the contacts section, clicking on the ...
How Do I Create a New Matter?
Setting up a new Matter can be done in two ways: They can be quickly added from any section of Zola Suite through the Quick Add menu From the Matter section of Zola Suite by clicking on the “+" on the right-hand side of the Matters' menu. In the New ...
Experiencing degraded performance in Zola Suite?